Client Executive, Specialty Lines

HUB International; Río Piedras (PR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health & Dental Insurance

401K

Life Insurance

Cancer Insurance

Birthday Date

Summer Fridays

Wellness Fridays

Development opportunities

Job summary

HUB International Puerto Rico is seeking a Client Executive to manage assigned account renewals end-to-end and to coordinate with carriers, underwriters, and internal teams. The role requires attention to detail, urgency, and a strong customer service orientation to meet performance standards.

The ideal candidate has a bachelor’s degree, 5–7 years in insurance, and proficiency with EPIC and Office 365. Bilingual English/Spanish is required for daily client interactions.

Qualifications

• Bachelor’s degree required.
• 5–7 years in the insurance industry.
• Experience with EPIC preferred.
• Fully bilingual in English and Spanish.

Responsibilities

• Maintain, organize, and file client records, including policies, endorsements, certificates, and correspondence.
• Keep the Summary of Coverage up to date throughout the policy year.
• Facilitate internal communications across departments to route client requests.
• Review policies for accuracy and request corrections as needed.
• Prepare submissions and proposals; coordinate renewals from start to finish.

Skills

Customer service

Sense of urgency

Problem solving

Teamwork

Bilingual English/Spanish

Office 365 proficiency

Education

Bachelor’s degree

Tools

EPIC

Office 365

Job description

Hi, we’re HUB!

We are a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services. Throughout our network we have more than 700+ offices and proudly ranked among the world’s largest insurance brokers with offices in USA, Canada, and Puerto Rico. In HUB Puerto Rico, we are the top broker on the island with more than 128 employees. We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. When you partner with us, you’re at the center of a vast network of risk, insurance and employee benefits specialists.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

The Opportunity

Join us today as a Client Executive! At HUB PR, our Client Executive in the Specialty Lines team plays a key role in delivering outstanding service and support to our clients. Working closely with the Assistant Vice President and the broader team, the Client Executive takes responsibility for managing assigned account renewals from start to finish while maintaining effective communication with insurance carriers. This role requires a high level of attention to detail, urgency, and a strong customer service orientation to meet our service standards.

A Day in the Life

As a Client Executive you will:

• Maintain, organize, and file client records on a daily basis, including policies, endorsements, insurance certificates, correspondence, and other relevant documents.
• Keep the Summary of Coverage up to date throughout the policy year as changes occur.
• Facilitate internal communications between departments such as Bonds, Construction, Benefits, Financial Lines, Personal Lines, Accounting, and Claims to route client requests appropriately.
• Review policies to ensure they are issued as quoted, identify discrepancies, and request corrections when necessary.
• Verify and forward requested endorsements to clients in a timely manner.
• Coordinate and revise with Client Executive Assistant folders and/or emails for policy delivery, ensuring they include all relevant documents such as the Summary of Coverages, invoices (including dummy invoices if applicable), certificates, and any additional client-required documentation.
• Ensure clients receive invoices in a timely manner to support accurate billing and month-end closing, when applicable.
• Coordinate the request for premium financing contract quotes from the Accounting Department and forward them to clients.
• Monitor payments and maintain a record of key account milestones, including renewals, payments, deliveries, and reviews, while developing a plan to manage the renewal process effectively.
• Handle client communications for renewals, including requests for updated information such as financial statements, by-laws, and renewal applications.
• Meet with underwriters to negotiate renewal terms in favor of our clients.
• Prepare submissions and proposals.
• Confirm renewal instructions for clients and proving binding order.

What you will need for success

• Bachelor’s degree
• 5 to 7 years in the insurance industry
• Preferred experience with EPIC
• Customer service oriented, sense of urgency and problem-solving skills.
• Demonstrated proficiency with Office 365 including but not limited to Microsoft Office (Excel specific).
• Ability to work in a team environment.
• Ability to meet deadlines.
• Fully bilingual both English and Spanish

We are proud to offer…

• Health & Dental Insurance
• 401K
• Life Insurance
• Cancer Insurance
• Birthday Date
• Summer Fridays
• Wellness Fridays
• Development opportunities

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor’s degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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